Plan Snapshot
- Plan Sponsor: Health First Shared Services, INC.
- Sponsor EIN: 593336894
- Sponsor Address: 3550 N. HARBOR CITY BLVD., MELBOURNE, FL, 329355714
- Plan Type: 401(k)
- Total Participants: 9,278
- Total Assets: $903.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,278 | $903.0M | $12.5M | $44.8M |
| 2023 | 9,129 | $809.8M | $12.1M | $42.2M |
| 2022 | 8,762 | $691.7M | $11.2M | $38.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $929,351 | $110,555 | — | — | — |
| 2023 | $834,313 | $72,113 | — | — | — |
| 2022 | $745,696 | — | — | — | $745,696 |